2026-05-11T12:38:06-07:00 2025-06-30 990 2024-07-01 275067787 WASHTENAW PACE INC WASH 7345725777 2940 ELLSWORTH ROAD YPSILANTI MI 48197 Stephen Fetyko President & CEO 6162021591 2026-05-08 1 2024 2025-03-06 01:10:19Z HURON VALLEY PACE Luke Reynolds 2940 Ellsworth Road Ypsilanti MI 48197 31500277 0 X WWW.HURONVALLEYPACE.ORG X 2011 MI TO PROMOTE THE WELLNESS, DIGNITY AND INDEPENDENCE OF OLDER ADULTS BY PROVIDING HIGH-QUALITY, INNOVATIVE HEALTH CARE AND SUPPORT SERVICES, PRIMARILY TO LOW INCOME INDIVIDUALS. 4 0 145 29 -44874 0 272587 642473 29492295 30612998 157437 180542 44575 -25610 29966894 31410403 0 0 0 0 7760485 8215540 0 0 0 20886446 24185680 28646931 32401220 1319963 -990817 17158360 19445895 7564206 10838471 9594154 8607424 TO PROMOTE THE WELLNESS, DIGNITY AND INDEPENDENCE OF OLDER ADULTS BY PROVIDING HIGH-QUALITY, INNOVATIVE HEALTH CARE AND SUPPORT SERVICES, PRIMARILY TO LOW INCOME INDIVIDUALS. 0 0 29341453 30612998 THE WASHTENAW PACE IS A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE), AN INNOVATIVE MODEL OF LONG -TERM CARE THAT OFFERS DISABLED AND FRAIL OLDER ADULTS THE OPTION OF REMAINING AT HOME WITH DIGNITY AND INDEPENDENCE. THE FOCAL POINT OF THE WASHTENAW PACE IS THE DAY CENTER, WHERE PARTICIPANTS SOCIALIZE AND RECEIVED MANY OF THE SERVICES OFFERED BY THE WASHTENAW PACE. THE MAJOR SERVICES INCLUDE: PRIMARY MEDICAL CARE AND NURSING CARE, ALL MEDICATIONS, REHABILITATIVE THERAPIES, NUTRITION SERVICES, THERAPEUTIC RECREATION, AND MUCH MORE. ADDITIONALLY, THE WASHTENAW PACE OFFERS IN-HOME SERVICES INCLUDING NURSING, PERSONAL CARE, MEAL PREPARATION, LIGHT HOUSEKEEPING, HOME DELIVERED MEALS, AND CAREGIVER RESPITE. THE WASHTENAW PACE ALSO COVERS ALL MEDICAL SPECIALISTS, LABORATORY AND X-RAY TESTS, AND HOSPITALIZATION WHEN NECESSARY. IN ADDTION, TRANSPORTATION IS PROVIDED TO THE DAY CENTER AND TO MEDICAL APPOINTMENTS AS NEEDED. PARTICIPANTS ARE ASSESSED AS NEEDING NURSING HOME LEVEL CARE, BUT ARE ABLE TO LIVE SAFELY IN THE COMMUNITY WITH PACE SERVICES. 0 0 0 29341453 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 86 0 1 145 1 1 1 0 0 0 0 0 0 0 X 4 0 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X JACLYN DUKES 7345725777 2940 ELLSWORTH ROAD YPSILANTI MI 48197 MICHELLE HENDERSON SECRETARY 2 40.0 X X 0 356787 21426 KALEN CARLSON TREASURER 2.00 40.00 X X 0 287018 20539 LUKE REYNOLDS CHAIR 2.00 40.00 X X 0 268534 29304 KIM HOPPE FORMER CFO 2 40 X 0 122799 133462 SONJA LOVE FELTON EXECUTIVE DIRECTOR 40.00 0.00 X 198755 0 9138 MELISSA LATTER DIRECTOR 2.00 40.00 X 0 179760 14527 ROSALYN OTTING CLINIC PHARMACIST 40.00 0.00 X 149335 0 6803 DENISE MCGOWAN-SMITH THERAPY CLINICAL MANAGER 40.00 0.00 X 123189 0 24313 LAURA FITZGERALD NURSE PRACTITIONER 40.00 0.00 X 125434 0 5946 ALEXANDRA RABBAN NURSE PRACTITIONER 40.00 0.00 X 119473 0 11388 GABRIELLE MCINTYRE NURSE PRACTITIONER 40.00 0.00 X 116813 0 5361 832999 1214898 282207 8 1 1 0 TRHC 228 STRAWBRIDGE DRIVE MOORESTOWN NJ 08057 PHARMACY, CONSULTING, AND PROF 3908460 HURON VALLEY AMBULANCE INC PO BOX 2351 DEPT 200 INDIANAPOLIS IN 46206 TRANSPORTATION 2185817 REGENTS OF UNIV OF MI PO BOX 223064 PITTSBURGH PA 15251 MEDICAL SERVICES 1552066 ST JOSEPH MERCY HOSPITAL PO BOX 776499 CHICAGO IL 60677 MEDICAL SERVICES 1321941 MISSION POINT OF SUPERIOR WOODS 8380 GEDDES ROAD YPSILANTI MI 48198 HOUSING AND CARE SERVICES 1189956 30 0 0 0 86600 555640 233 0 642473 PROGRAM SERVICE FEES 620000 30612998 30612998 0 0 0 0 0 0 30612998 180542 0 0 180542 0 0 0 0 0 0 0 0 45000 0 89874 0 -44874 0 -44874 0 -44874 0 0 0 0 REINSURANCE CLAIMS 620000 11081 11081 0 0 8183 8183 0 0 19264 31410403 30632262 -44874 180542 X 198756 198756 6644837 5932983 711854 166944 139009 27935 758584 597048 161536 446419 438842 7577 1189954 1189954 5388 5388 28830 28830 8350 1547 6803 16626173 16626173 69333 59469 9864 267487 229890 37597 162672 156491 6181 272698 253321 19377 285543 285543 587801 525850 61951 184177 184177 PART D PROGRAM 3260897 3260897 0 PATIENT SERVICES 315407 315407 0 DUES AND SUBSCRIPTIONS 50643 49101 1542 SUPPLIES 687205 687205 0 183122 34002 149120 32401220 29341453 3059767 0 7560955 7655145 1289350 709030 72178 77695 14887791 4004465 8148070 10883326 87807 120699 17158360 19445895 3606833 5105074 0 0 3927644 5546693 29729 186704 7564206 10838471 X 9532225 8603249 61929 4175 9594154 8607424 17158360 19445895 X -990817 0 0 0 0 4087 X 0 1 X 1 0 X 37524 173700 172844 272587 642473 1299128 18484393 22770556 40984572 29536870 30632262 142408653 18521917 22944256 41157416 29809457 31274735 143707781 143707781 3530 19912 157437 180542 361421 0 3530 19912 157437 180542 361421 18521917 22947786 41177328 29966894 31455277 144069202 0.99749 0.99855 0.00251 0.00145 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 8350 8350 0 Schedule C, Part II-B, Line 1 HURON VALLEY PACE PAYS DUES TO THE NATIONAL AND STATE ASSOCIATION OF PACE. AS PART OF THE DUES, THESE ORGANIZATIONS LOBBY ON BEHALF OF PACE ORGANIZATIONS. 0 265248 265248 0 11042265 2667315 8374950 0 0 0 0 0 2237022 1337150 899872 0 1343256 0 1343256 10883326 FINANCING LEASE 117078 FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 69626 186704 31500277 0 0 0 0 0 31500277 0 -89874 -89874 31410403 32421468 0 0 0 89874 89874 32331594 0 69626 69626 32401220 Schedule D, Part XI, Line 4b RENTAL EXPENSES -89,874 Schedule D, Part XII, Line 2d RENTAL EXPENSES 89,874 Schedule D, Part XII, Line 4b CHANGE IN FAIR VALUE OF THE INTEREST RATE SWAP AGREEMENT 69,626. X X X X 1 0 0 0 0 0 0 1 0 MICHELLE HENDERSON SECRETARY 0 314408 0 42379 0 0 0 13800 0 7626 0 378213 0 0 KALEN CARLSON TREASURER 0 263793 0 23225 0 0 0 11481 0 9058 0 307557 0 0 LUKE REYNOLDS CHAIR 0 246851 0 21683 0 0 0 10741 0 18563 0 297838 0 0 SONJA LOVE FELTON EXECUTIVE DIRECTOR 190660 0 8095 0 0 0 7950 0 1188 0 207893 0 0 0 MELISSA LATTER DIRECTOR 0 163492 0 16268 0 0 0 3900 0 10627 0 194287 0 0 ROSALYN OTTING CLINIC PHARMACIST 130440 0 1500 0 17395 0 5973 0 830 0 156138 0 0 0 KIM HOPPE FORMER CFO 0 10985 0 0 0 111814 0 133462 0 0 0 256261 0 0 Schedule J, Part I, Line 4 KIM HOPPE RECEIVED A SEVERANCE PAYMENT OF $111,814 DURING THE TAX YEAR. PAYMENTS WERE MADE IN BIWEEKLY INSTALLMENTS OVER 26 WEEKS PER THE AGREEMENT SIGNED BY THE PARTIES ON 9/28/2023. Schedule J, Part I, Line 7 PART OF THE COMPENSATION IS VARIABLE AND AT THE DISCRETION OF THE BOARD OF DIRECTORS. A Michigan Strategic Fund 521417332 000000000 2018-07-17 5500000 CONSTRUCTION OF FACILITY EXPANSION 0 0 0 B Michigan Strategic Fund 521417332 000000000 2024-12-01 2730000 Construction of new site 0 0 0 A 1792930 0 4820549 22839 0 257023 0 4538431 0 0 0 1 1 B 0 0 2730000 0 0 50000 0 689737 0 0 0 0 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 A 0 0 1 0 1 0 0 0 0 B 0 0 1 0 1 1 The Huntington National Bank 10 1 0 0 0 0 A 0 B 0 Form 990, Part VI, Section A, Line 6 UNITED METHODIST RETIREMENT COMMUNITIES IS THE SOLE CORPORATE MEMBER. Form 990, Part VI, Section A, Line 7a THE BOARD OF DIRECTORS SHALL BE ELECTED AT THE ANNUAL MEETING OF THE MEMBERS. EACH MEMBER MAY APPOINT 1 DIRECTOR FOR EVERY FULL 20% MEMBERSHIP INTEREST HELD BY SUCH MEMBER. Form 990, Part VI, Section B, Line 11b DRAFT OF 990 IS REVIEWED BY THE DIRECTOR OF FINANCE OF THE ORGANIZATION AND BOARD TREASURER/CFO. FINALIZED RETURN REDACTED TO EXCLUDED PAYROLL DATA IS SENT TO THE EXECUTIVE DIRECTOR OF THE ORGANIZATION AND THE BOARD OF DIRECTORS FOR COMMENT PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Section B, Line 12c THE CONFLICT OF INTEREST POLICY COVERS THE HURON VALLEY PACE (HVP) BOARD OF DIRECTORS, EXECUTIVE DIRECTOR, AND KEY STAFF. THE POLICY IS DISTRIBUTED ANNUALLY TO THESE INDIVIDUALS AT THAT TIME EACH INDIVIDUAL IS GIVEN THE OPPORTUNITY TO DISCLOSE REAL OR POTENTIAL CONFLICTS OF INTEREST, WHICH ARE KEPT CONFIDENTIAL. ANY TRANSACTION BETWEEN HVP AND AN ENTITY AFFECTED BY A CONFLICT OF INTEREST OF ANY HVP EMPLOYEE OR DIRECTOR SHALL NOT BE VOID BUT SHALL BE VALID IF 1) THE TRANSACTION IS REASONABLE; 2)THE MATERIAL FACTS OF THE CONFLICT ARE DISCLOSED TO THE BOARD OF DIRECTORS; 3) THE TRANSACTION IS DISCUSSED AND VOTED UPON BY THE BOARD OF DIRECTORS OUTSIDE THE PRESENCE OF THE AFFECTED INDIVIDUAL; 4) THE TRANSACTION IS APPROVED AND 5) THE MINUTES OF THE BOARD REFLECT COMPLIANCE WITH THE POLICY. INDIVIDUALS WITH A CONFLICT ARE NOT PERMITTED TO BE PRESENT DURING DISCUSSIONS OR ANY VOTE REGARDING THE CONFLICTED TRANSACTION. Form 990, Part VI, Section B, Line 15 THE HUMAN RESOURCES DEPARTMENT OF A RELATED TAX EXEMPT ORGANIZATION, BRIO LIVING SERVICES (BRIO) PREPARED A COMPARATIVE ANALYSIS UTILIZING DATA OBTAINED FROM PACE ORGANIZATIONS IN THE STATE OF MICHIGAN. IN ADDITION, THE ORGANIZATION UTILIZES THE NATIONAL PACE ASSOCIATION COMPENSATION SURVEY. ALL FINDINGS ARE REVIEWED BY THE BOARD OF DIRECTORS, ALONG WITH AN ANNUAL EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE AND GOALS FOR THE COMING YEAR. THE BOARD OF DIRECTORS THEN SETS THE COMPENSATION. DELIBERATION AND DETERMINATION OF COMPENSATION IS DOCUMENTED IN THE ORGANIZATION'S BOARD MINUTES. CERTAIN BOARD MEMBERS ARE PAID BY RELATED TAX EXEMPT ORGANIZATION, BRIO. ANNUALLY, BRIO'S HUMAN RESOURCES DEPARTMENT PREPARES A COMPARATIVE ANALYSIS UTILIZING DATA FROM LEADING AGE AND CHIEF EXECUTIVES OF MULTI-FACILITY ORGANIZATIONS (CEMO). IN ADDITION, EVERY THREE YEARS THE ORGANIZATION HIRES AN INDEPENDENT CONSULTANT TO PERFORM A COMPENSATION STUDY. ALL FINDING ARE PRESENTED TO THE TEAM MEMBER PRACTICES COMMITTEE. BOARD MEMBER RECEIVES A PERFORMANCE EVALUATION AND ASSESSMENT OF ACHIEVEMENT OF GOALS AND IS THEN PROVIDED AN INCREASE WHICH IS BUDGETED AND APPROVED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part IX, Line 11g OTHER PROFESSIONAL FEES AND PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 950,232, MANAGEMENT AND GENERAL EXPENSES 0, FUNDRAISING EXPENSES 0, TOTAL EXPENSES: 950,232. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES: 15,675,941, MANAGEMENT AND GENERAL EXPENSES 0, FUNDRAISING EXPENSES 0, TOTAL EXPENSES 15675941. TOTAL OTHER FEES ON FORM 990, PART IX LINE 11G COL A 16,626,173. Form 990, Part XI, Line 9 RESTRICTED CONTRIBUTIONS 4,087. United Methodist Retirement Communities Inc 805 W Middle Street Chelsea MI 49546 381366908 Retirement Community MI 501(C)(3) Line 10 N/A 0 Porter Hills Home Health West 3600 E Fulton Grand Rapids MI 49546 383384372 Certified Home Care MI 501(C)(3) Line 10 Porter Hills Presbyterian Village 1 Porter Hills at Home 3600 E Fulton Grand Rapids MI 49546 453469541 Home Care MI 501(C)(3) Line 10 Porter Hills Presbyterian Village 1 Life Circles 560 Seminole Rd Muskegon MI 49444 260170498 PACE Program MI 501(C)(3) Line 10 Porter Hills Presbyterian Village 1 Meadowlark Retirement Community 3600 E Fulton Grand Rapids MI 49546 383373281 Retirement Community MI 501(C)(3) Line 10 Porter Hills Presbyterian Village 1 Baileys Grove Retirement Community 5252 Baileys Center Drive Kentwood MI 49512 383643825 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 River Grove Retirement Community 5761 Jupiter Ave Belmont MI 49306 383519530 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 Sparta Retirement Community (dba Harvest Way Retirement Community) 100 Ida Red Sparta MI 49349 383445251 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 Senora Woods Retirement Community (dba Oak Ridge Retirement Community) 3781 Giddings Grand Rapids MI 49508 383382610 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 Walker Meadows Retirement Community 1101 Wilson Ave Walker MI 49534 383383760 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 Station Creek Retirement Community 10010 Crossroad Court Calendonia MI 49316 200771871 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 UMRCPH Inc 805 W Middle Street Chelsea MI 49546 383358620 Corporate Office MI 501(C)(3) Line 12a, I N/A 1 UMRCPH Foundation 805 W Middle Street Chelsea MI 49546 383443089 Supporting Organization with Public Charity MI 501(C)(3) Line 12a, I United Methodist Retirement Communities 1 The Washtenaw PACE Inc 2940 Ellesworth Rd Ypsilanti MI 48197 275067787 PACE Program MI 501(C)(3) Line 10 United Methodist Retirement Communities 1 The Cascade PACE Inc 2282 Springport Rd Jackson MI 49202 465362872 PACE Program MI 501(C)(3) Line 10 United Methodist Retirement Communities 1 Porter Hills Presbyterian Village Inc 3600 E Fulton Grand Rapids MI 49546 386141735 Retirement Community MI 501(C)(3) Line 10 United Methodist Retirement Communities 1 PACE of Southwest Michigan Inc 2900 Lakeview Avenue St Joseph MI 49085 451148618 PACE program MI 501(C)(3) Line 10 United Methodist Retirement Communities 1 UMRC DETROIT AAL INC 805 W MIDDLE ST CHELSEA MI 48118 274331985 GENERAL PARTNER MI N/A C 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 0